Method:CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- CRM
- Quoting
- Help Desk
- Project Management
- Job Costing
- Invoicing
- Purchasing
- Time & Expenses
- Resource Scheduling
- Inventory
Pricing Info
Pricing Info
The pricing, which offers, 90-day renewals, is very simple. There is also no long-term contract.
Standard License: $79/month per user
- Subject to quantity discounts
- Sales Force Automation & Quoting
- Order Fulfillment
- Project Management, Time & Expenses
- Help Desk & Service Contracts
- Role-Based Security
Field Tech/Engineer License: $39/month per user
- Subject to quantity discounts
- Project & Service Call Assignments
- Time Sheets & Expense
A one-time implementation fee applies and includes: full requirements analysis, best practice sharing, and System Admin and End-User training to ensure PROMYS users get the most out their PSA software investment.
Both licenses include:
- Accounting, RMM & other API’s
- System Support & Training
- 24/7 Monitoring
- 128-bit Security
- 99.99% System Uptime
- Solution Upgrades
Integrations
Integrations
- Microsoft Dynamics
- Sage 300, Sage X3
- Great Plains
- Accumatica
- Quickbooks Intuit
- Google Calendar
- Outlook
- Google Apps
- Continuum
- Ninja
- Kaseya VMS
- LogicMonitor
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
High Point Solutions, Rycom, Eclipse, Telecon
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Promys’ PSA Software gives you access to all PSA and customer information anywhere in real-time without downloading an app.
Company Email
info@promys.com
Contact No.
Company's Address
2150 Dunwin Drive, units 1&2, Toronto, Ontario, L5L 5M8
Promys PSA Comparisons
Popular Promys PSA Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Keep real-time activity history
- Unlimited contacts per record
- Customer service tickets
- Automatic “lead status only”
- Share opportunities
- Share calendars
- Share documents with assigned roles
- Method Integration Engine
- Real-time sync for invoices, time track entries, and customer data
- Access CRM via web browser anywhere
- QuickBooks lists syncing
- QuickBooks transaction syncing
- View all QuickBooks transactions in one place
- Invoice customization
- Drag-and-drop tools
- Custom fields and tables
- Custom screens
- Custom buttons and actions
- Custom reports, charts and graphs
- Customer payment portal to view and pay invoices
- Payment gateways: Intuit Merchant Services; PSi Gate; Authorize.Net
- Accepts PayPal
Pricing Info
Method:CRM has two enterprise pricing options that are both cost-effective. We outlined the details below to help you determine which one suits your needs best:
Contact Management – $28/user/month or $25/user/month/annual billing
- Real-time QuickBooks Synchronization
- Customer and Vendor Management
- Lead Management
- Contact Records and Communication History
- Self-service Portals
- Emails and Activities
- Calendar
- Workflow Automation
- Custom Reports
- Activities Reports
- Customization
- Integrations
- User Permissions Control
- Google and Intuit SSO
- Data Import and Export
- Free One Hour Customization Consultation
- Email, Live Chat, and Phone Support
CRM Pro – $49/user/month or $44/user/month/annual billing
- All Contact Management Features
- Estimates
- Sales Orders
- Invoices and Sales Receipts
- Payment Processing
- Payment Acceptance through Contact Portals
- Opportunity Stages
- Sales Opportunities
- Web to Lead Forms
- Sales Opportunities Reports
CRM Enterprise – $85/user/month or $74/user/month/annual billing
- All CRM Pro features
- Purchase Orders management
- Bills management
- Customer support cases management
- Support cases in portals
- Email marketing campaigns
Available for a fee are add-ons that can further enhance whichever plan you select.
Integrations
Method:CRM integrates with the following platforms:
- QuickBooks Online
- QuickBooks Desktop
- Xero
- Gmail
- Google Calendar
- Outlook
- MailChimp
- Zapier
- PayPal
It also has APIs to help you connect with your favorite solutions.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
HME Mobility & Accessibility, GTM Landscaping, Dean Markley,
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A one-of-a-kind CRM that seamlessly integrates with QuickBooks for accurate estimates and a faster sales process. Equipped with customer service tools, opportunity management features, invoicing options, as well as real-time reporting functionalities, this allows you to keep a better eye on your leads and respond to them swiftly.
Company Email
method@method.me
Contact No.
Company's Address
Method:CRM
410 Adelaide St. West
3rd Floor
Toronto, Ontario M5V 1S8
Canada
Method:CRM Comparisons
Popular Method:CRM Alternatives
The services examined on this page are only a small sample of our entire Project Management Software category and you should keep in mind that there may be more reliable services available. If you would like to make sure you make the optimal decision for your business we strongly urge you to test more services first. You may also want to check out our top 10 Project Management Software ranking to find out which services are at the moment the highest-ranking ones and dominate the market.
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